Top home buying financial advisors in North Bethesda, MD

Parker Yates is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, Parker partners with clients to understand their short and long-term financial goals and collaborates with them to build customized financial plans tailored to their unique needs. Parker's experience at Fidelity Investments includes serving as a Planning Consultant from 2022 to 2026, a Relationship Manager in 2022, and an Investment Solutions Representative from 2020 to 2022. This progression reflects a solid background in financial planning and client relationship management. Outside of work, Parker enjoys concerts, cooking and baking, golf, outdoor adventures, and traveling.

Efrata Kirose is a financial advisor at One Oak with a Series 65 designation and two years of industry experience. Prior to joining One Oak, Kirose worked at Align Impact, LLC, Working Within, Syntrinsic LLC, Syntrinsic Investment Counsel, Obermeyer Wood Investment Counsel, and Established. Outside of financial advising, Kirose owns and operates EDK Creative LLC, a graphic design and marketing services business. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients, focusing on comprehensive investment policy development, manager selection, and ongoing due diligence. The firm emphasizes an integrated OCIO approach and serves a relatively small client base with a high account threshold.

Vladislav Romanov is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Romanov is also involved with Metro Financial & Benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies and advisor-support tools.

Ben Arie is a Series 66-licensed financial advisor with Independent Financial Group, LLC, based in North Bethesda, MD. He has four years of industry experience and previously worked at Plotkin Financial Advisors and APEX Home Loans. Outside of advising, he is involved in selling life insurance and annuities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a variety of advisory programs through its AccessPoint platform and third-party asset managers, providing both discretionary and non-discretionary portfolio management.

Thomas Walsh is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with LPL Enterprise LLC and previously worked at Cambridge Investment Research Advisors and Mass Mutual Investors Services. Outside of his advisory work, Walsh serves on the advisory board of Potomac Community Resources and the board of the Old Farm Swim and Paddle Tennis Club, and he is also active as a voiceover artist and creator of promotional items. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach using portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Brandon Johnson is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. His approach includes providing ongoing advice and guidance tailored to changing client needs, and he facilitates access to additional banking, credit, home financing, and small business resources through Bank of America specialists. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Brandon holds a Bachelor's Degree from Western Michigan University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Brandon spends time engaging in sports such as basketball and golf, enjoys music, and values spending time with his family. He enjoys activities like game nights and barbecues, as well as visiting parks and walking nature trails with his wife and two sons.

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Gisselle Caraballo is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she partners with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. She provides guidance across a broad spectrum of financial needs, including investing, retirement planning, and unexpected expense preparation, while also facilitating access to Bank of America specialists for banking and lending solutions. With expertise in managing the competing demands of personal finance, Gisselle works closely with clients to define objectives and implement portfolio strategies aligned with those goals. She offers ongoing advice to adapt portfolios as clients' circumstances evolve. Gisselle holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned her Bachelor's Degree from the University of Texas System. She is a member of the National Association of Women Business Owners and is fluent in English and Spanish.

Hugh Baker is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Wrenne Financial Planning LLC since 2021 and previously worked at Allegheny Financial Group from 2015 to 2021. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for about 400 clients, including individual and high-net-worth households as well as corporate and business clients. The firm employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, providing comprehensive financial planning and discretionary portfolio management along with separate student-loan planning services.

Max Mc Grail is a Series 65-licensed advisor with MMM Capital Ventures, where he has been working since 2025. He is also the founder and CEO of Sunset Beach Collective LLC, a lifestyle brand focused on clothing and merchandise. His prior career includes roles at the Auto Club of Southern California and several other positions across different industries. MMM Capital Ventures is a small advisory firm serving primarily individual retail investors and custodial accounts for minors. The firm employs an active, market-timing approach that uses technical analysis, sentiment measures, and market news, offering both discretionary and non-discretionary portfolio management with sophisticated strategies including options and leveraged ETFs.